This guide walks you through setting up a CSV/XLSX File as a Sales Channel in Flxpoint, empowering you to seamlessly manage your product listings and orders. You’ll learn how to:
- Create and name your channel.
- Select the best processes for syncing listings or processing orders.
- Configure file connections using FTP/SFTP, HTTP, or Email.
Flxpoint’s CSV/XLSX integrations simplify the management of regularly updated product data. Whether you're maintaining a consistent data feed for your sales channel, business, or partners, this method ensures your information stays current with minimal setup effort.
How to Connect
📋 Phase 1: Initial Channel Setup
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Access the Channels Section
Log into your Flxpoint account and navigate to the Sales Channels (or Reseller Channels) section on the left sidebar.
Create a New Channel
Click on + Add Channel to open the Channel Wizard and start the setup process.
Tip: If you’re managing multiple channels, consider naming them clearly to avoid confusion (e.g., "CSV Channel - Supplier A").
Select CSV/XLSX File as Channel Type
In the wizard, choose CSV/XLSX File from the list of supported channels. Name your channel (e.g., "My CSV/XLSX Channel") and select the processes you want to enable, such as Publish Listings, Get Orders, Sync Listings, and Sync Orders. Then click Next.
🔧 Phase 2: Configure Integration Type
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Confirm CSV/XLSX Integration
In the Configure Integration Type step, verify that CSV/XLSX File is selected as the integration type. Click Next to proceed.
🔐 Phase 3: Connect Channel
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Set Up Inbound Connection
Under CSV/XLSX File (Inbound), select how Flxpoint will receive data. Options include:
- FTP (Basic Auth) - Provide FTP server details, username, and password.
- Manual File - Upload files manually through the Flxpoint interface.
- HTTP - Provide a URL where Flxpoint can fetch the file.
- Email (Inbound) - Set up an email address for Flxpoint to retrieve files.
- Google Sheets File - Link a Google Sheet with the necessary permissions.
- FTP (Token Based) - Use a token for secure FTP access.
Set Up Outbound Connection
Under CSV/XLSX File (Outbound), select how Flxpoint will send data. Options include:
- S3 HTTP File - Provide an S3 bucket URL and credentials.
- Email (Outbound) - Specify an email address to send files.
- FTP (Basic Auth) - Provide FTP server details.
- FTP (Token Based) - Use a token for secure FTP access.
Verify Connections
Test each connection by clicking Test Connection to ensure Flxpoint can access the inbound and outbound sources. Once successful, click Next.
✅ Phase 4: Confirm Integrations
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Review and Confirm
In the Confirm Integrations step, review your settings:
- Channel Name: Ensure it matches your intended name (e.g., "My CSV/XLSX Channel").
- Processes: Verify the selected processes (e.g., Sync Listings, Get Orders).
- Connections: Confirm the inbound and outbound connections are correct.
Note: After confirming, you won’t be able to modify these settings until you exit the channel setup.
🚀 Phase 5: Finalize Setup
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Complete Remaining Steps
Continue through the wizard’s remaining steps, such as Listing Management, Pricing & Quantity Rules, and Order Fulfillment. You can configure these now or click Set Up Later to handle them later.
Start Syncing
Once setup is complete, your CSV/XLSX File Channel will appear in the Channels list with a status of 100% Onboarded. You can now start syncing by configuring integrations for processes like Import Listings or Get Orders.
Next Steps: Go to the Import Listings section to start syncing your product data, or configure other processes as needed.
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Listing Operations
This section covers the operations for managing your listings using a CSV/XLSX channel.
Import Listings
Status: NOT SUPPORTED
The Link Listings feature is not currently available with CSV/XLSX integration processes.
Sync & Link Listings
Sync & Link Listings
Introduction to CSV/XLSX File Integration
Welcome to the CSV/XLSX File Integration guide for syncing listings! This integration allows you to import and update listings using CSV or XLSX files. It ensures your listings are accurately synced with your system. Let’s get started!
The CSV/XLSX File Integration enables you to:
- Import listings data from CSV or XLSX files into your system.
- Update existing listings with new data from your files.
- Automate the syncing process via various connection types like S3 HTTP, FTP, or Email.
The integration follows these steps:
- 1 Connecting to the Source: Establish a connection using methods like S3 HTTP, FTP, or Email to access your CSV/XLSX file.
- 2 Fetching File Data: The system retrieves the file from the specified source (e.g., an S3 bucket URL).
- 3 Extracting Listings Details: Extract data such as SKU, title, and price from the file.
- 4 Mapping Data: Map file columns (e.g., SKU, Price) to your system’s fields using a mapping template.
- 5 Syncing Data: Import the mapped data into your system, updating listing records.
- 6 Execution: Run manually with Run Sync or schedule (e.g., daily).
Pro Tip: Schedule regular syncs to keep your listings updated automatically.
Note: File retrieval failures will pause the integration and trigger notifications.
Use the form below to set up how your CSV or XLSX file will be processed. Each option helps the system understand your file’s structure and schedule the sync. Don’t worry if you’re new—we’ve included examples to guide you!
If your file name includes a date (e.g., listings_20250601.csv), specify the format here using placeholders like YYYY for year, MM for month, and DD for day.
Example: For a file named "listings_20250601.csv", use "listings_YYYYMMDD.csv".
Enter the exact name of your file or a pattern if it includes dates (as set above).
Example: "listings.csv" or "listings_20250601.csv".
If your file has a header row (e.g., "SKU,Title,Price"), select "Yes." If it’s just data without headers, select "No," and the system will use column numbers (e.g., Column 0, Column 1).
Example: For "SKU,Title,Price" on the first row, choose "Yes."
Choose the format of your file. Most users use CSV, but if you’re uploading an Excel file, select XLSX.
Example: Select "CSV" for a file like "listings.csv".
If your file starts with blank rows or comments before the actual data, specify how many rows to skip. For example, if your headers or data start on row 5, enter "4".
Example: If your headers are on row 5, set this to "4".
For XLSX files, specify which sheet to read (starting at 0). Use "0" for the first sheet, "1" for the second, etc.
Example: For the first sheet in an Excel file, use "0".
If your file uses quotes around values (e.g., "SKU123","Blue Widget"), specify the quote character. Usually, this can be auto-detected.
Example: For a CSV with values like "SKU123","Blue Widget", choose "Double Quote".
Choose the delimiter that separates values in your file. For example, a CSV typically uses commas, but some files use pipes or tabs.
Example: For "SKU|UPC|COST", select "Pipe".
If your file has grouped headers (e.g., for product attributes), choose how to name them in the mapping template.
Example: For a column "Color", this might become "Attribute_20_name".
Enable this to number options sequentially in the mapping template (e.g., Attribute_20_name, Attribute_21_name).
Example: If enabled, "Color" and "Size" become "Attribute_20_name", "Attribute_21_name".
Specify the line separator in your file. Most systems can auto-detect this, so you can usually leave it as "Default".
Example: For Windows files, you might choose "CRLF".
Override the default file extension if needed (normally .csv or .xlsx).
Example: Use ".csv" for a CSV file.
Note: Setting the correct delimiter and quote character ensures your file is parsed accurately. If your file fails to load, double-check these settings.
Follow these steps:
- 1 Add the Integration: Go to Channels > CSV/XLSX File > Integrations, select “CSV/XLSX File Integration.”
- 2 Connect to the Source: Choose a connection type (e.g., S3 HTTP, FTP, Email) and provide the necessary credentials or URL.
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3 Configure Settings:
- Specify the file name or pattern (e.g., listings.csv).
- Set the number of rows to skip (e.g., 4 if headers start on row 5).
- Select the Excel sheet index (e.g., 0 for the first sheet).
- Define the delimiter (e.g., comma for CSV).
- Configure scheduling (e.g., daily at 6 AM UTC).
- 4 Create Mapping Template: Configure field mappings (see Mapping Template Details).
- 5 Run the Integration: Start with Run Sync or schedule.
Mapping templates control which CSV/XLSX file data is imported into your system.
Interface Overview
- Screen labeled “Sync Listings” at the top; name your template (e.g., “Sync Listings 1”).
- Buttons: Delete, Duplicate, Save Mapping.
- Options: Choose between “Column Header Name” or “Column Index Positions” for mapping.
- Columns: Add columns to map file data to your system fields.
Mapping Options
- Header Name vs Column Index: Decide if the system should use column header names or index positions (e.g., Column 0, Column 1) for mapping.
- Don't Map: Ignore the field (e.g., a non-essential column like "Notes").
- Set To Empty: Clear the field in your system.
- Field: Map to a specific field in your system (e.g., "SKU" to "Product SKU").
- Value: Set a static value for the field.
- Required Fields: SKU must be mapped for proper listing identification.
SKU Mapping Requirement
The SKU field must be mapped to ensure proper listing identification.
- Required Field: SKU uniquely identifies the listing.
-
Error Scenario: Unmapped SKU may cause:
Recommendation: Always map SKU for reliable listing syncing.
Complete Field Mappings
Below are the fields you can map from your CSV/XLSX file:
Product Details
| File Column | Maps To | Example | Purpose | Status |
|---|---|---|---|---|
| SKU | Product SKU | ABC123 | Identifies the product listing | Required |
| Title | Product Title | Blue Widget | Describes the product | Optional |
Pricing and Inventory
| File Column | Maps To | Example | Purpose | Status |
|---|---|---|---|---|
| Price | Product Price | 19.99 | Sets the listing price | Optional |
| Quantity | Inventory Quantity | 50 | Updates stock levels | Optional |
Practice Mapping
Try mapping CSV/XLSX - SKU:
Be aware of these limitations:
- File Availability: The file must be accessible at the specified source, or the sync will fail.
- Data Scope: Only data within the specified sheet and rows (after skipping) will be processed.
- Required Fields: SKU and other required fields must be mapped in the template.
Conclusion
The CSV/XLSX File Integration automates listing updates, ensuring your system reflects accurate listing details. Customize settings and mappings to fit your workflow, streamlining the syncing process. Happy syncing!
Publish Listings
Publish Listings
Introduction to CSV/XLSX Listing Publishing
Welcome to the CSV/XLSX Listing Publishing guide! This integration allows you to publish your product listings to a CSV/XLSX file or an external system, such as a marketplace or sales channel. It ensures your listings (e.g., SKU, Title, Price) are accurately created or updated in the target system. Let’s get started!
The CSV/XLSX Listing Publishing integration enables you to:
- Export listing data (e.g., SKU, Title, Price) from your system to a CSV/XLSX file.
- Publish listings to an external system via connection types like S3 HTTP, FTP, or Email.
- Automate the process to keep your external listings up-to-date.
The integration follows these steps:
- 1 Connecting to the Destination: Establish a connection using methods like S3 HTTP, FTP, or Email to send your CSV/XLSX file.
- 2 Fetching Listing Data: Retrieve listing data (e.g., SKU, Title, Price) from your system.
- 3 Mapping Data: Map your system fields (e.g., Product Title) to file columns using a mapping template.
- 4 Generating the File: Create a CSV/XLSX file with the mapped data.
- 5 Publishing Data: Export the file to the specified destination, updating external listings.
- 6 Execution: Run manually with Run Sync or schedule (e.g., daily).
Pro Tip: Schedule regular syncs to keep your external listings updated automatically.
Note: Connection failures will pause the integration and trigger notifications.
Use the form below to set up how your listing data will be exported to a CSV or XLSX file. Each option helps the system format your file and schedule the sync. We’ve included examples to guide you through the process!
If your file name includes a date (e.g., listings_publish_20250601.csv), specify the format here using placeholders like YYYY for year, MM for month, and DD for day.
Example: For a file named "listings_publish_20250601.csv", use "listings_publish_YYYYMMDD.csv".
Enter the exact name of the file to be created or a pattern if it includes dates (as set above).
Example: "listings_publish.csv" or "listings_publish_20250601.csv".
Choose whether to include a header row (e.g., "SKU,Title,Price") in the exported file.
Example: Select "Yes" to include headers like "SKU,Title".
Choose the format of the exported file. CSV is most common, but you can select XLSX for Excel files.
Example: Select "CSV" for a file like "listings_publish.csv".
For XLSX files, specify which sheet to write to (starting at 0). Use "0" for the first sheet, "1" for the second, etc.
Example: Use "0" to write to the first sheet in an Excel file.
Specify the quote character for values in the exported file (e.g., "ABC123","Blue Widget"). Usually, this can be set to "Double Quote".
Example: Choose "Double Quote" to wrap values like "Blue Widget".
Choose the delimiter to separate values in the exported file. Commas are typical for CSV files.
Example: For "SKU|Title|Price", select "Pipe".
Specify the line separator for the exported file. Use "CRLF" for Windows compatibility, or leave as "Default".
Example: Choose "CRLF" for Windows files.
Specify the file extension for the exported file (normally .csv or .xlsx).
Example: Use ".csv" for a CSV file.
Note: Ensure the delimiter and quote character match the requirements of the external system receiving the file.
Follow these steps:
- 1 Add the Integration: Go to Channels > CSV/XLSX File > Integrations, select “Publish Listings.”
- 2 Connect to the Destination: Choose a connection type (e.g., S3 HTTP, FTP, Email) and provide the necessary credentials or URL.
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3 Configure Settings:
- Specify the file name or pattern (e.g., listings_publish.csv).
- Select the Excel sheet index (e.g., 0 for the first sheet).
- Define the delimiter (e.g., comma for CSV).
- Configure scheduling (e.g., daily at 6 AM UTC).
- 4 Create Mapping Template: Configure field mappings (see Mapping Template Details).
- 5 Run the Integration: Start with Run Sync or schedule.
Mapping templates control which listing data from your system is exported to the CSV/XLSX file for publishing.
Interface Overview
- Screen labeled “Publish Listings” at the top; name your template (e.g., “Publish Listings 1”).
- Buttons: Delete, Duplicate, Save Mapping.
- Columns: Your system fields (left), file fields (right).
Mapping Options
- Don't Map: Ignore the field (e.g., Internal Notes).
- Set To Empty: Leave the field empty in the exported file.
- Column: Map to a specific column in the exported file (e.g., Product SKU to Column 0).
- Value: Set a static value for the field.
- Mapping Set: Apply a predefined mapping set for complex mappings.
- Rules: Add custom rules to transform or filter data (e.g., only publish listings updated in the last 24 hours).
- Required Fields: SKU.
SKU Mapping Requirement
The SKU field must be mapped to ensure proper listing identification in the exported file.
- Required Field: SKU uniquely identifies the listing.
-
Error Scenario: Unmapped SKU may cause:
Invalid request: Missing required field 'SKU' for listing publish
- Fix: Go to Channels > CSV/XLSX File > Templates > Publish Listings > Field Mapping, map SKU to a column, save, and re-run sync.
Recommendation: Always map SKU for reliable listing publishing.
Complete Field Mappings
Below are the fields you can map from your system to the exported file:
Product Details
| System Field | Maps To | Example | Purpose | Status |
|---|---|---|---|---|
| Product SKU | File Column 0 | ABC123 | Uniquely identifies the listing | Required |
| Product Title | File Column 1 | Blue Widget | Describes the product | Recommended |
| Description | File Column 2 | A high-quality blue widget | Provides product details | Optional |
| Image URL | File Column 3 | https://example.com/image.jpg | Links to product image | Optional |
Pricing and Inventory
| System Field | Maps To | Example | Purpose | Status |
|---|---|---|---|---|
| Product Price | File Column 4 | 19.99 | Sets the listing price | Recommended |
| Inventory Quantity | File Column 5 | 50 | Specifies available stock | Recommended |
Practice Mapping
Try mapping System - Product Title:
Key information:
- Date: As of 12:40 PM -04, June 01, 2025, this integration is operational.
- Required Fields: SKU must be mapped.
- Connection Limits: Monitor to avoid sync interruptions.
Pro Tip: Map all recommended fields to ensure accurate listing publication.
Be aware of these limitations:
- Connection Availability: The destination must be accessible, or the sync will fail.
- Data Scope: Only mapped fields will be exported to the file.
- Required Fields: SKU must be mapped in the template.
Conclusion
The CSV/XLSX Listing Publishing integration automates the process of publishing your product listings to external systems. Customize settings and mappings to fit your workflow, ensuring seamless listing updates. Happy publishing!
Order Operations
This section covers the operations related to processing orders, including retrieving new orders and syncing shipment data.
Get Orders
Get Orders
Introduction to CSV/XLSX Order Integration
Welcome to the CSV/XLSX Order Integration guide for retrieving orders! This integration allows you to import order data from CSV or XLSX files into your system. It ensures your orders, including billing and shipping details, are accurately synced. Let’s get started!
The CSV/XLSX Order Integration enables you to:
- Import order data, including billing and shipping addresses, from CSV or XLSX files.
- Update your system with order details like order numbers, line items, and costs.
- Automate the retrieval process using connection types like S3 HTTP, FTP, or Email.
The integration follows these steps:
- 1 Connecting to the Source: Establish a connection using methods like S3 HTTP, FTP, or Email to access your CSV/XLSX file.
- 2 Fetching File Data: The system retrieves the file from the specified source (e.g., an S3 bucket URL).
- 3 Extracting Order Details: Extract data such as Order Number, SKU, and Address Line 1 from the file.
- 4 Mapping Data: Map file columns (e.g., Order Number, Quantity) to your system’s fields using a mapping template.
- 5 Syncing Data: Import the mapped data into your system, updating order records.
- 6 Execution: Run manually with Run Sync or schedule (e.g., daily).
Pro Tip: Schedule regular syncs to keep your order data updated automatically.
Note: File retrieval failures will pause the integration and trigger notifications.
Use the form below to set up how your CSV or XLSX file containing order data will be processed. Each option helps the system understand your file’s structure and schedule the sync. We’ve included examples to guide you through the process!
If your file name includes a date (e.g., orders_20250601.csv), specify the format here using placeholders like YYYY for year, MM for month, and DD for day.
Example: For a file named "orders_20250601.csv", use "orders_YYYYMMDD.csv".
Enter the exact name of your file or a pattern if it includes dates (as set above).
Example: "orders.csv" or "orders_20250601.csv".
If your file has a header row (e.g., "Order Number,Address Line 1,SKU"), select "Yes." If it’s just data without headers, select "No," and the system will use column numbers (e.g., Column 0, Column 1).
Example: For "Order Number,Address Line 1,SKU" on the first row, choose "Yes."
Choose the format of your file. Most users use CSV, but if you’re uploading an Excel file, select XLSX.
Example: Select "CSV" for a file like "orders.csv".
If your file starts with blank rows or comments before the actual data, specify how many rows to skip. For example, if your headers or data start on row 5, enter "4".
Example: If your headers are on row 5, set this to "4".
For XLSX files, specify which sheet to read (starting at 0). Use "0" for the first sheet, "1" for the second, etc.
Example: For the first sheet in an Excel file, use "0".
If your file uses quotes around values (e.g., "12345","123 Main St"), specify the quote character. Usually, this can be auto-detected.
Example: For a CSV with values like "12345","123 Main St", choose "Double Quote".
Choose the delimiter that separates values in your file. For example, a CSV typically uses commas, but some files use pipes or tabs.
Example: For "Order Number|Address Line 1|SKU", select "Pipe".
Specify the line separator in your file. Most systems can auto-detect this, so you can usually leave it as "Default".
Example: For Windows files, you might choose "CRLF".
Override the default file extension if needed (normally .csv or .xlsx).
Example: Use ".csv" for a CSV file.
Note: Setting the correct delimiter and quote character ensures your file is parsed accurately. If your file fails to load, double-check these settings.
Follow these steps:
- 1 Add the Integration: Go to Channels > CSV/XLSX File > Integrations, select “Get Orders.”
- 2 Connect to the Source: Choose a connection type (e.g., S3 HTTP, FTP, Email) and provide the necessary credentials or URL.
-
3 Configure Settings:
- Specify the file name or pattern (e.g., orders.csv).
- Set the number of rows to skip (e.g., 4 if headers start on row 5).
- Select the Excel sheet index (e.g., 0 for the first sheet).
- Define the delimiter (e.g., comma for CSV).
- Configure scheduling (e.g., daily at 6 AM UTC).
- 4 Create Mapping Template: Configure field mappings (see Mapping Template Details).
- 5 Run the Integration: Start with Run Sync or schedule.
Mapping templates control which CSV/XLSX file order data is imported into your system.
Interface Overview
- Screen labeled “Get Orders” at the top; name your template (e.g., “Get Orders 1”).
- Buttons: Delete, Duplicate, Save Mapping.
- Columns: File fields (left), your system fields (right).
Mapping Options
- Don't Map: Ignore the field (e.g., Notes).
- Set To Empty: Clear the field in your system.
- Column: Map to a specific column in your file (e.g., Order Number to Column 0).
- Value: Set a static value for the field.
- Mapping Set: Apply a predefined mapping set for complex mappings.
- Rules: Add custom rules to transform or filter data (e.g., only sync orders from the last 7 days).
- Required Fields: Order Number, SKU.
Order Number Mapping Requirement
The Order Number field must be mapped to ensure proper order identification.
- Required Field: Order Number uniquely identifies the order.
-
Error Scenario: Unmapped Order Number may cause:
Invalid request: Missing required field 'Order Number' for order sync
- Fix: Go to Channels > CSV/XLSX File > Templates > Get Orders > Field Mapping, map Order Number to a field, save, and re-run sync.
Recommendation: Always map Order Number and SKU for reliable order syncing.
Complete Field Mappings
Below are the fields you can map from your CSV/XLSX file:
Billing Address
| File Field | Maps To | Example | Purpose | Status |
|---|---|---|---|---|
| Address Line 1 | Billing Address Line 1 | 123 Main St | Primary billing address line | Recommended |
| City | Billing City | New York | Billing city | Recommended |
| Country | Billing Country | USA | Billing country | Recommended |
| Full Name | Billing Full Name | John Doe | Billing recipient’s name | Recommended |
| Postal Code | Billing Postal Code | 10001 | Billing postal code | Recommended |
| State | Billing State | NY | Billing state | Optional |
| Address Line 2 | Billing Address Line 2 | Apt 4B | Secondary billing address line | Optional |
| Company Name | Billing Company Name | Acme Corp | Billing company name | Optional |
| Country Code | Billing Country Code | US | Billing country code | Optional |
| Billing Email | john.doe@example.com | Billing email address | Optional | |
| First Name | Billing First Name | John | Billing first name | Optional |
| Last Name | Billing Last Name | Doe | Billing last name | Optional |
| Phone | Billing Phone | 555-123-4567 | Billing phone number | Optional |
| State Code | Billing State Code | NY | Billing state code | Optional |
Channel Invoice
| File Field | Maps To | Example | Purpose | Status |
|---|---|---|---|---|
| Created On | Invoice Created On | 2025-06-01 | Date invoice was created | Optional |
| Invoice Number | Invoice Number | INV12345 | Invoice identifier | Optional |
| Other Cost | Other Cost | 5.00 | Additional invoice costs | Optional |
| Shipping Cost | Shipping Cost | 10.00 | Shipping cost on invoice | Optional |
| Subtotal | Subtotal | 135.00 | Invoice subtotal | Optional |
| Tax Cost | Tax Cost | 5.00 | Tax amount on invoice | Optional |
| Total | Total | 150.00 | Total invoice amount | Optional |
Order
| File Field | Maps To | Example | Purpose | Status |
|---|---|---|---|---|
| Order Number | Order Number | ORD12345 | Uniquely identifies the order | Required |
| Ordered On | Order Date | 2025-06-01 | Date the order was placed | Recommended |
| Reference Number | Reference Number | REF12345 | Additional order reference | Optional |
| Channel Shipping Text | Channel Shipping Text | Standard Shipping | Shipping method description | Optional |
| Note | Order Note | Customer requested gift wrap | Additional order notes | Optional |
| Order Total | Order Total | 150.00 | Total order amount | Optional |
Order Line Item
| File Field | Maps To | Example | Purpose | Status |
|---|---|---|---|---|
| Quantity | Item Quantity | 2 | Number of items ordered | Recommended |
| SKU | Item SKU | ABC123 | Identifies the product | Required |
| Cost | Item Cost | 50.00 | Cost per item | Optional |
| Default Weight Unit | Default Weight Unit | kg | Unit for item weight | Optional |
| Price | Item Price | 75.00 | Price per item | Optional |
| Title | Item Title | Blue Widget | Item description | Optional |
| Weight | Item Weight | 1.5 | Weight of the item | Optional |
Shipping Address
| File Field | Maps To | Example | Purpose | Status |
|---|---|---|---|---|
| Address Line 1 | Shipping Address Line 1 | 123 Main St | Primary shipping address line | Recommended |
| City | Shipping City | New York | Shipping city | Recommended |
| Country | Shipping Country | USA | Shipping country | Recommended |
| Full Name | Shipping Full Name | John Doe | Shipping recipient’s name | Recommended |
| Postal Code | Shipping Postal Code | 10001 | Shipping postal code | Recommended |
| State | Shipping State | NY | Shipping state | Optional |
| Address Line 2 | Shipping Address Line 2 | Apt 4B | Secondary shipping address line | Optional |
| Company Name | Shipping Company Name | Acme Corp | Shipping company name | Optional |
| Country Code | Shipping Country Code | US | Shipping country code | Optional |
| Shipping Email | john.doe@example.com | Shipping email address | Optional | |
| First Name | Shipping First Name | John | Shipping first name | Optional |
| Last Name | Shipping Last Name | Doe | Shipping last name | Optional |
| Phone | Shipping Phone | 555-123-4567 | Shipping phone number | Optional |
| State Code | Shipping State Code | NY | Shipping state code | Optional |
Practice Mapping
Try mapping CSV/XLSX - Order Number:
Be aware of these limitations:
- File Availability: The file must be accessible at the specified source, or the sync will fail.
- Data Scope: Only data within the specified sheet and rows (after skipping) will be processed.
- Required Fields: Order Number and SKU must be mapped in the template.
Conclusion
The CSV/XLSX Order Integration automates order retrieval, ensuring your system reflects accurate order details, including billing and shipping information. Customize settings and mappings to fit your workflow, streamlining the process. Happy syncing!
Sync Orders
Sync Orders
Introduction to CSV/XLSX Order Sync
Welcome to the CSV/XLSX Order Sync guide! This integration allows you to export or update order data, such as statuses and tracking numbers, back to a CSV/XLSX file or external system. It ensures your order updates are reflected accurately in your external records. Let’s get started!
The CSV/XLSX Order Sync integration enables you to:
- Export updated order data (e.g., status, tracking numbers) from your system to a CSV/XLSX file.
- Sync order updates to an external system via connection types like S3 HTTP, FTP, or Email.
- Automate the process to keep your external records up-to-date.
The integration follows these steps:
- 1 Connecting to the Destination: Establish a connection using methods like S3 HTTP, FTP, or Email to send your CSV/XLSX file.
- 2 Fetching Order Data: Retrieve updated order data (e.g., Order Number, Status) from your system.
- 3 Mapping Data: Map your system fields (e.g., Order Status) to file columns using a mapping template.
- 4 Generating the File: Create a CSV/XLSX file with the mapped data.
- 5 Sending Data: Export the file to the specified destination, updating external records.
- 6 Execution: Run manually with Run Sync or schedule (e.g., daily).
Pro Tip: Schedule regular syncs to keep your external systems updated automatically.
Note: Connection failures will pause the integration and trigger notifications.
Use the form below to set up how your order data will be exported to a CSV or XLSX file. Each option helps the system format your file and schedule the sync. We’ve included examples to guide you through the process!
If your file name includes a date (e.g., order_sync_20250601.csv), specify the format here using placeholders like YYYY for year, MM for month, and DD for day.
Example: For a file named "order_sync_20250601.csv", use "order_sync_YYYYMMDD.csv".
Enter the exact name of the file to be created or a pattern if it includes dates (as set above).
Example: "order_sync.csv" or "order_sync_20250601.csv".
Choose whether to include a header row (e.g., "Order Number,Status,Tracking Number") in the exported file.
Example: Select "Yes" to include headers like "Order Number,Status".
Choose the format of the exported file. CSV is most common, but you can select XLSX for Excel files.
Example: Select "CSV" for a file like "order_sync.csv".
For XLSX files, specify which sheet to write to (starting at 0). Use "0" for the first sheet, "1" for the second, etc.
Example: Use "0" to write to the first sheet in an Excel file.
Specify the quote character for values in the exported file (e.g., "ORD12345","Shipped"). Usually, this can be set to "Double Quote".
Example: Choose "Double Quote" to wrap values like "Shipped".
Choose the delimiter to separate values in the exported file. Commas are typical for CSV files.
Example: For "Order Number|Status|Tracking Number", select "Pipe".
Specify the line separator for the exported file. Use "CRLF" for Windows compatibility, or leave as "Default".
Example: Choose "CRLF" for Windows files.
Specify the file extension for the exported file (normally .csv or .xlsx).
Example: Use ".csv" for a CSV file.
Note: Ensure the delimiter and quote character match the requirements of the external system receiving the file.
Follow these steps:
- 1 Add the Integration: Go to Channels > CSV/XLSX File > Integrations, select “Sync Orders.”
- 2 Connect to the Destination: Choose a connection type (e.g., S3 HTTP, FTP, Email) and provide the necessary credentials or URL.
-
3 Configure Settings:
- Specify the file name or pattern (e.g., order_sync.csv).
- Select the Excel sheet index (e.g., 0 for the first sheet).
- Define the delimiter (e.g., comma for CSV).
- Configure scheduling (e.g., daily at 6 AM UTC).
- 4 Create Mapping Template: Configure field mappings (see Mapping Template Details).
- 5 Run the Integration: Start with Run Sync or schedule.
Mapping templates control which order data from your system is exported to the CSV/XLSX file.
Interface Overview
- Screen labeled “Sync Orders” at the top; name your template (e.g., “Sync Orders 1”).
- Buttons: Delete, Duplicate, Save Mapping.
- Columns: Your system fields (left), file fields (right).
Mapping Options
- Don't Map: Ignore the field (e.g., Notes).
- Set To Empty: Leave the field empty in the exported file.
- Column: Map to a specific column in the exported file (e.g., Order Status to Column 1).
- Value: Set a static value for the field.
- Mapping Set: Apply a predefined mapping set for complex mappings.
- Rules: Add custom rules to transform or filter data (e.g., only export orders updated in the last 24 hours).
- Required Fields: Order Number.
Order Number Mapping Requirement
The Order Number field must be mapped to ensure proper order identification in the exported file.
- Required Field: Order Number uniquely identifies the order.
-
Error Scenario: Unmapped Order Number may cause:
Invalid request: Missing required field 'Order Number' for order sync
- Fix: Go to Channels > CSV/XLSX File > Templates > Sync Orders > Field Mapping, map Order Number to a column, save, and re-run sync.
Recommendation: Always map Order Number for reliable order syncing.
Complete Field Mappings
Below are the fields you can map from your system to the exported file:
Order Details
| System Field | Maps To | Example | Purpose | Status |
|---|---|---|---|---|
| Order Number | File Column 0 | ORD12345 | Uniquely identifies the order | Required |
| Order Status | File Column 1 | Shipped | Current status of the order | Recommended |
| Tracking Number | File Column 2 | 1Z9999W99999999999 | Shipping tracking number | Recommended |
| Updated On | File Column 3 | 2025-06-01 | Date the order was last updated | Optional |
| Note | File Column 4 | Delivered on time | Additional order notes | Optional |
Order Line Item
| System Field | Maps To | Example | Purpose | Status |
|---|---|---|---|---|
| SKU | File Column 5 | ABC123 | Identifies the product | Recommended |
| Quantity | File Column 6 | 2 | Number of items in the order | Optional |
Practice Mapping
Try mapping System - Order Status:
Be aware of these limitations:
- Connection Availability: The destination must be accessible, or the sync will fail.
- Data Scope: Only mapped fields will be exported to the file.
- Required Fields: Order Number must be mapped in the template.
Conclusion
The CSV/XLSX Order Sync integration automates the process of updating external systems with your latest order data. Customize settings and mappings to fit your workflow, ensuring seamless synchronization. Happy syncing!